See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,961 | $73,933-52.7% | $96,683-63.8% | $75,163-53.5% |
| Participation rate | 92.2% | 66.4%+25.8pp | 74.3%+17.8pp | 67.2%+25.0pp |
| Annual return | -6.71% | 26.70%-33.4pp | 35.69%-42.4pp | 160.62%-167.3pp |
| Employer contribution / active EE | $3,908 | $2,928+33.5% | $3,737+4.6% | $2,670+46.4% |
| Participant deferral / active EE | $2,496 | $3,659-31.8% | $4,878-48.8% | $4,125-39.5% |
| Admin fee / account holder | $3,782 | $5,216-27.5% | $6,730-43.8% | $5,651-33.1% |